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userstorage123reg
Level 1

I have created invoice and added a recurring payment thru it. Doest it means i will receive payment every month & automatically generate an invoice for each transaction?

 
7 REPLIES 7
Ashleigh1
QuickBooks Team

I have created invoice and added a recurring payment thru it. Doest it means i will receive payment every month & automatically generate an invoice for each transaction?

Hello Userstorage123reg, 

 

Welcome to the Community page, 

 

So the transaction will be automatically created, if you have selected the option the email this then will be sent to the customer. However the customer will still have to pay unless you have set up a direct debits with go cardless. 

userstorage123reg
Level 1

I have created invoice and added a recurring payment thru it. Doest it means i will receive payment every month & automatically generate an invoice for each transaction?

I have setup DD thru GoCardless so my question was:

1. Would invoices generate automatically from now on every month?

2. Would the customer will be charged automatically every month to pay the invoice? If so what about the service date and due date - is it going automatically to be amended yo make srnse for each invoice?

EmmaM
QuickBooks Team

I have created invoice and added a recurring payment thru it. Doest it means i will receive payment every month & automatically generate an invoice for each transaction?

Hello userstorage123reg, When you set up a recurring transaction(the cog>recurring transactions)and attach it to Go Cardless payment it will generate automatically every month until the end date(if you have entered one) in the recurring transactions. if you just create one invoice it will only take one payment If you set up in recurring transactions a template to create an invoice each month with direct debit  payment option ticked then  the customer will then be charged via Go Cardless automatically every month. They will get a reminder  and the due date on the invoice acts as a trigger for the Go Carrdless payment. A more in depth description of the process is available here if you look at the due date process in particular in that link.

userstorage123reg
Level 1

I have created invoice and added a recurring payment thru it. Doest it means i will receive payment every month & automatically generate an invoice for each transaction?

Thanks for update but I am still bot sure i fI done it right and if it would work as suppoae to.

 

1. I have created an invoice.

2. Added recurring payment fearure thru the invoice tab. Adjuated to DD payment and setted up all needed dates.

 

Is it the right way to get invoices gererate automatically and be paid automatically?

Ashleigh1
QuickBooks Team

I have created invoice and added a recurring payment thru it. Doest it means i will receive payment every month & automatically generate an invoice for each transaction?

Hi userstroage123reg, could you send us some screenshots of what you did and what do you mean by the 'thrue the invoice tab'. So we can take a look at it and say if it it right or not for you. 

 

Thanks 

 

 

userstorage123reg
Level 1

I have created invoice and added a recurring payment thru it. Doest it means i will receive payment every month & automatically generate an invoice for each transaction?

Screen attached.

 

This recurring payment I have created thru the invoice. If there is more easy or correct way to procude recurring payments+invoices let me know.

 

Still waiting for your update if this would work in the way I expect.

 

Also, is thwre ang emergencg contacf number to call QuickBooks if needed?

 

Thanks.

IamjuViel
QuickBooks Team

I have created invoice and added a recurring payment thru it. Doest it means i will receive payment every month & automatically generate an invoice for each transaction?

I appreciate the screenshot you've shared, @userstorage123reg.

 

When you create a scheduled recurring invoice, it will automatically create an invoice based on the date and frequency you've set. 

  1. Go to the Gear Icon.
  2. Choose Recurring Transactions.
  3. Click New.
  4. Select Invoice from the Transactions Type drop-down.
  5. Hit Ok.
  6. Type in the name of the Recurring Transactions.
  7. Choose Scheduled from the Type drop-down.
  8. Select the name of the customer drop-down and verify the email of the customer.
  9. From the Payment options drop-down, choose Direct Deposit.
    1. Enter your customer's direct deposit details.
    2. Click Ok.
  10. Click Save Template

I'm adding these articles to learn more about recurring transactions:

Leave a comment below if you have other questions or comments below. I'm always here to help.